Santori & Peters Inc’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.22M | Sell |
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|
2025
Q2 | $8.14M | Sell |
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|
2025
Q1 | $7.83M | Sell |
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|
2024
Q4 | $8.03M | Buy |
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|
2024
Q3 | $7.84M | Sell |
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|
2024
Q2 | $7.75M | Sell |
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|
2024
Q1 | $8M | Sell |
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|
2023
Q4 | $7.63M | Sell |
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|
2023
Q3 | $6.92M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.31M | Buy |
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|
2022
Q4 | $4.42M | Buy |
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